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Fund of the Week: Fidelity® Series Real Estate (FREDX)

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This week, Sears (SHLD) and General Growth Properties (GGP) announced that they have entered into a real estate joint venture, bringing the REIT industry into the spotlight. To highlight this deal, we have chosen the Fidelity® Series Real Estate (FREDX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 2011 and is managed by Samuel Wald. Currently, it has about $1.2 billion in assets under management (AUM).

This fund is composed primarily of REITs of various types that are based in the U.S.

Historical Performance

Largest Holdings

Over 30% of the fund’s portfolio is composed of its top five holdings. These holdings are mostly positive YTD.

The Bottom Line

For investors seeking exposure to the REIT industry, this fund may prove to be a well-rounded choice.

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Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

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Find out why $30 trillon is invested in mutual funds.


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Business news and graphs

Fund of the Week: Fidelity® Series Real Estate (FREDX)

This week, Sears (SHLD) and General Growth Properties (GGP) announced that they have entered into a real estate joint venture, bringing the REIT industry into the spotlight. To highlight this deal, we have chosen the Fidelity® Series Real Estate (FREDX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 2011 and is managed by Samuel Wald. Currently, it has about $1.2 billion in assets under management (AUM).

This fund is composed primarily of REITs of various types that are based in the U.S.

Historical Performance

Largest Holdings

Over 30% of the fund’s portfolio is composed of its top five holdings. These holdings are mostly positive YTD.

The Bottom Line

For investors seeking exposure to the REIT industry, this fund may prove to be a well-rounded choice.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


Read Next